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TAIM

TD Ameritrade Investment Management Portfolio holdings

AUM $9.4B
1-Year Est. Return 7.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.1B
AUM Growth
+$944M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Sells

1 +$87.6M
2 +$45.7M
3 +$39.5M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$38.8M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$38.2M

Sector Composition

1 Financials 0.1%
2 Healthcare 0.08%
3 Technology 0.08%
4 Industrials 0.06%
5 Consumer Staples 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$4K ﹤0.01%
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552
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58
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54
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558
$4K ﹤0.01%
64
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564
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292
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$3K ﹤0.01%
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58
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$3K ﹤0.01%
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6
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88
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$3K ﹤0.01%
86
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$3K ﹤0.01%
156
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